Twinbeech Capital LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 680
Total Value: 5509278124
Accession Number: 0001214659-25-007843
Form Type: 13F-HR
CIK: 0001769646
Manager Name: Twinbeech Capital LP

Data Enrichment

99% identified

672 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

680 positions • $5,509,278.124K total value

680 positions

Manager:

SEC FilingSEC DataHachi Filing

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Unity Software Inc.

U|91332U101

341929

Value:

$6.7B

Boot Barn Holdings, Inc.

BOOT|099406100

61682

Value:

$6.6B

MACOM Technology Solutions Holdings, Inc.

MTSI|55405Y100

65723(+23.7%)

Value:

$6.6B(-4.4%)

HF Sinclair Corp

DINO|403949100

200592

Value:

$6.6B

Primerica, Inc.

PRI|74164M108

23148(+76.1%)

Value:

$6.6B(+84.6%)

AMKOR TECHNOLOGY, INC.

AMKR|031652100

362205(+2159.0%)

Value:

$6.5B(+1488.0%)

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

68587

Value:

$6.5B

M&T BANK CORP

MTB|55261F104

36494(-73.5%)

Value:

$6.5B(-74.8%)

SiteOne Landscape Supply, Inc.

SITE|82982L103

53713

Value:

$6.5B

PTC THERAPEUTICS, INC.

PTCT|69366J200

127193

Value:

$6.5B

AXON ENTERPRISE, INC.

AXON|05464C101

12313(-72.8%)

Value:

$6.5B(-75.9%)

Goosehead Insurance, Inc.

GSHD|38267D109

54713(+138.4%)

Value:

$6.5B(+162.6%)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

42510(-4.4%)

Value:

$6.4B(-22.1%)

NOVANTA INC

NOVT|67000B104

49822(+215.5%)

Value:

$6.4B(+164.1%)

Viking Therapeutics, Inc.

VKTX|92686J106

262193

Value:

$6.3B

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

684095(+1541.7%)

Value:

$6.2B(+1163.8%)

Mr. Cooper Group Inc.

COOP|62482R107

51511

Value:

$6.2B

DILLARD'S, INC.

DDS|254067101

17031

Value:

$6.1B

EQUINIX INC

EQIX|29444U700

7346

Value:

$6.0B

TE Connectivity plc

TEL|G87052109

41996(+165.5%)

Value:

$5.9B(+162.5%)

Instrument	Shares		Other Manager	Value
Unity Software Inc.(Ucusip91332U101)	341.9K	QoQ NEW(+341.9K) YoY NEW(+341.9K)	All Managers (Combined)	$6.7M	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
Boot Barn Holdings, Inc.(BOOTcusip099406100)	61.7K	QoQ NEW(+61.7K) YoY +170.59% (+38.9K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY +205.51% (+$4.5M)
Macom Technology Solutions Holdings, Inc.(MTSIcusip55405Y100)	65.7K	QoQ +23.66% (-12.6K) YoY NEW(+65.7K)	All Managers (Combined)	$6.6M	QoQ -4.44% (-$306.8K) YoY NEW(+$6.6M)
Hf Sinclair Corp(DINOcusip403949100)	200.6K	QoQ NEW(+200.6K) YoY NEW(+200.6K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
Primerica, Inc.(PRIcusip74164M108)	23.1K	QoQ +76.09% (+10.0K) YoY +394.72% (+18.5K)	All Managers (Combined)	$6.6M	QoQ +84.60% (+$3.0M) YoY +456.46% (+$5.4M)
Amkor Technology, Inc.(AMKRcusip031652100)	362.2K	QoQ +2158.98% (+346.2K) YoY +2629.29% (+348.9K)	All Managers (Combined)	$6.5M	QoQ +1488.05% (+$6.1M) YoY +1428.88% (+$6.1M)
Advanced Energy Industries Inc(AEIScusip007973100)	68.6K	QoQ NEW(+68.6K) YoY +515.73% (+57.4K)	All Managers (Combined)	$6.5M	QoQ NEW(+$6.5M) YoY +475.46% (+$5.4M)
M&T Bank Corp(MTBcusip55261F104)	36.5K	QoQ -73.50% (-101.2K) YoY NEW(+36.5K)	All Managers (Combined)	$6.5M	QoQ -74.80% (-$19.4M) YoY NEW(+$6.5M)
Siteone Landscape Supply, Inc.(SITEcusip82982L103)	53.7K	QoQ NEW(+53.7K) YoY +225.13% (+37.2K)	All Managers (Combined)	$6.5M	QoQ NEW(+$6.5M) YoY +126.20% (+$3.6M)
Ptc Therapeutics, Inc.(PTCTcusip69366J200)	127.2K	QoQ NEW(+127.2K) YoY NEW(+127.2K)	All Managers (Combined)	$6.5M	QoQ NEW(+$6.5M) YoY NEW(+$6.5M)
Axon Enterprise, Inc.(AXONcusip05464C101)	12.3K	QoQ -72.77% (-32.9K) YoY NEW(+12.3K)	All Managers (Combined)	$6.5M	QoQ -75.90% (-$20.4M) YoY NEW(+$6.5M)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	54.7K	QoQ +138.45% (+31.8K) YoY NEW(+54.7K)	All Managers (Combined)	$6.5M	QoQ +162.56% (+$4.0M) YoY NEW(+$6.5M)
Charles River Laboratories International, Inc.(CRLcusip159864107)	42.5K	QoQ -4.42% (-2.0K) YoY NEW(+42.5K)	All Managers (Combined)	$6.4M	QoQ -22.07% (-$1.8M) YoY NEW(+$6.4M)
Novanta Inc(NOVTcusip67000B104)	49.8K	QoQ +215.50% (+34.0K) YoY +310.97% (+37.7K)	All Managers (Combined)	$6.4M	QoQ +164.08% (+$4.0M) YoY +200.68% (+$4.3M)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	262.2K	QoQ NEW(+262.2K) YoY NEW(+262.2K)	All Managers (Combined)	$6.3M	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
Ccc Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	684.1K	QoQ +1541.73% (+642.4K) YoY NEW(+684.1K)	All Managers (Combined)	$6.2M	QoQ +1163.84% (+$5.7M) YoY NEW(+$6.2M)
Mr. Cooper Group Inc.(COOPcusip62482R107)	51.5K	QoQ NEW(+51.5K) YoY NEW(+51.5K)	All Managers (Combined)	$6.2M	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
Dillard'S, Inc.(DDScusip254067101)	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$6.1M	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
Equinix Inc(EQIXcusip29444U700)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$6.0M	QoQ NEW(+$6.0M) YoY NEW(+$6.0M)
Te Connectivity Plc(TELcusipG87052109)	42.0K	QoQ +165.52% (+26.2K) YoY NEW(+42.0K)	All Managers (Combined)	$5.9M	QoQ +162.46% (+$3.7M) YoY NEW(+$5.9M)